Financial Adviser

FINANCIAL ADVISER – £45,000–£60,000 + Uncapped Commission – Wolverhampton, Career Development, Existing Client Bank
  
The Job
An established and growing financial planning practice is seeking a Financial Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth.
  
This is a relationship-led role focused on delivering high-quality ongoing advice and reviews, helping clients achieve their long-term financial goals through proactive and compliant financial planning.
  
You’ll work closely with Directors, paraplanning and operations teams to deliver a seamless client experience, while also identifying opportunities to increase funds under management across both existing and prospective clients.

Key responsibilities include:

Managing relationships with an existing client bank   
Conducting annual and interim financial reviews   
Providing holistic financial planning advice across investments, pensions, protection and tax-efficient planning   
Identifying opportunities to increase FUM and generate new business   
Producing compliant financial recommendations and suitability reports   
Monitoring portfolios and recommending strategic adjustments where appropriate   
Maintaining accurate FCA-compliant records and documentation   
Working collaboratively with paraplanning and administration teams   
Supporting best practice initiatives and continuous improvement across the business   
This is an excellent opportunity for an adviser looking to join a supportive and professional environment with strong long-term earning potential.

The Candidate
 
Level 4 Diploma in Regulated Financial Planning (essential or working towards)   
Chartered status or working towards Chartered desirable   
Experience delivering financial advice and client reviews   
Strong relationship-building and communication skills   
Commercially aware with a client-centric approach   
Strong understanding of FCA compliance requirements   
Ability to explain complex financial matters clearly and confidently   
Professional, trustworthy and proactive approach      
The Package
 
Salary £45,000–£60,000   
Uncapped commission on new business  
Existing client portfolio provided   
Full-time permanent position

Career development and progression opportunities   
Supportive team environment      
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Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
  
Our approach is methodical, consultative and tailored — offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
  
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation